Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 797 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
23,830
shares
|
$2.63 Million
0.05% of portfolio
|
Q2 2025
Reduced 20.38%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
23,729
shares
|
$2.62 Million
0.06% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
22,744
shares
|
$2.51 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,648
shares
|
$2.5 Million
0.08% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Jul 30, 2025 Q2 2025 |
22,556
shares
|
$2.49 Million
1.57% of portfolio
|
Q2 2025
Reduced 33.45%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
21,992
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 96.11%
|
|
|
Investment Management Associates Inc
|
Aug 04, 2025 Q2 2025 |
21,872
shares
|
$2.41 Million
0.65% of portfolio
|
Q2 2025
Reduced 41.29%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
21,738
shares
|
$2.4 Million
0.04% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
21,005
shares
|
$2.32 Million
0.38% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
20,907
shares
|
$2.31 Million
0.05% of portfolio
|
Q1 2025
Reduced 23.79%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
20,759
shares
|
$2.29 Million
1.17% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
20,319
shares
|
$2.24 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
20,218
shares
|
$2.23 Million
0.08% of portfolio
|
Q2 2025
Added 25.83%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
19,842
shares
|
$2.19 Million
0.37% of portfolio
|
Q2 2025
Added 139.52%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
19,742
shares
|
$2.18 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
19,693
shares
|
$2.17 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
19,630
shares
|
$2.17 Million
0.8% of portfolio
|
Q2 2025
Reduced 47.38%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,444
shares
|
$2.14 Million
0.56% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
19,437
shares
|
$2.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.61%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
19,405
shares
|
$2.14 Million
0.21% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
19,379
shares
|
$2.14 Million
1.22% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
19,233
shares
|
$2.12 Million
0.16% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
19,202
shares
|
$2.12 Million
1.21% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
19,116
shares
|
$2.11 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
19,060
shares
|
$2.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.36%
|